13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000791540
Total reported value
$1.5B
$1.5B
2176 檔
10.0%
During the Q1 2024 filing period, Lanark Financial, Inc. (CIK: 0000791540) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 2176 reported positions.
During Q1 2024, Lanark Financial, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2176 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 3.42% | +0.01% | -0.15% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.25% | -0.22% | +0.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.02% | +0.05% | -1.15% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.74% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | -0.06% | +3.80% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.02% | +1.70% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.12% | -5.68% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.05% | +0.09% | +0.15% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.05% | -0.20% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | — | +2.12% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | -0.01% | -0.28% | |
| 12 | SSBUSD | Southstate Bank CORP | Stock-Other | 0.76% | — | -0.00% | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 0.71% | -0.12% | -1.99% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.02% | -0.59% | |
| 15 | CEG | Constellation Energy | Stock-Utilities | 0.71% | -0.07% | -13.41% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 0.69% | +0.01% | -2.08% | |
| 17 | FTCS | First Trust Capital Strength | ETF-Other | 0.65% | -0.03% | -8.44% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | +0.06% | +2.28% | |
| 19 | DE | Deere & Co | Stock-Industrials | 0.62% | — | -0.90% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.14% | +191.44% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.02% | +0.16% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.61% | -0.10% | -0.83% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.10% | +1.97% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.17% | +3.34% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | +0.04% | +3.50% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.03% | -1.43% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.03% | -0.81% | |
| 28 | CB | Chubb Limited | Stock-Financials | 0.48% | -0.02% | -4.24% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.17% | +8.11% | |
| 30 | SRE | Sempra | Stock-Utilities | 0.47% | -0.08% | +2.79% | |
| 31 | FVD | First Trust Value Line Dvd | ETF-Other | 0.46% | -0.01% | -9.59% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.46% | -0.01% | +2.12% | |
| 33 | LIN | Linde plc | Stock-Materials | 0.44% | -0.01% | -1.45% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.05% | -0.49% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | -0.06% | +0.99% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.43% | +0.17% | -7.66% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.43% | -0.04% | -1.15% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | +0.02% | -1.40% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.06% | -1.70% | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.41% | -0.04% | -2.32% | |
| 41 | PH | Parker Hannifin CORP | Stock-Industrials | 0.40% | -0.01% | +264.46% | |
| 42 | RDVY | First Trust Rising Dividend | ETF-Other | 0.40% | +0.01% | -4.31% | |
| 43 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.39% | -0.13% | +7.18% | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.39% | -0.05% | -3.02% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.01% | +3.06% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.37% | +0.01% | +252.78% | |
| 47 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.36% | +0.06% | +82.25% | |
| 48 | RSG | Republic Services Inc | Stock-Industrials | 0.36% | -0.04% | -3.15% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.11% | -5.78% | |
| 50 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.35% | — | EXIT |
According to official SEC Form 13F filings, Lanark Financial, Inc. reported a total U.S. public equity portfolio value of $1.5B across 2176 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RY, MSFT, AAPL) accounted for 10.0% of total reported equity market value during Q1 2024.
During Q1 2024, Lanark Financial, Inc.'s top holdings by market value included RY (3.4%)、MSFT (3.3%)、AAPL (3.0%). The largest single position, RY, represented 3.4% of total portfolio value.
In Q1 2024, Lanark Financial, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.